Robert Clements

Current Employers

Employment History

• 08/2013 → Present
  Lpl Financial Llc
  Wayne, PA
• 08/2013 → 10/2019
  Private Advisor Group, Llc
  Wayne, PA
• 10/2019 → Present
  Global Retirement Partners, Llc
  Wayne, PA
• 08/2019 → 01/2020
  Independence Square Holdings, Llc
  King Of Prussia, PA

Previous Registrations

• 2020-01-17 → 2020-01-21
  Independence Square Holdings, Llc
  King Of Prussia, PA
• 2013-08-26 → 2019-10-28
  Private Advisor Group, Llc
  King Of Prussia, PA
  Morristown, NJ
• 2008-01-15 → 2013-08-30
  New England Securities
  Newtown Square, PA
  Newtown Square, PA

Other Businesses

1. 3/4/2014 - PREMIER BROKERAGE - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Time Spent 15% - LIFE INSURANCE COMPENSATION FOR NONVARIABLE BUSINESS. AS A LIFE INSURANCE BROKER, I RECEIVE COMPENSATION FOR LIFE INSURANCE RUN THROUGH BROKERAGE FIRMS THAT I AM THE WRITING AGENT ON. 2. 7/12/2017 - The Peterman Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/01/2017 - 1 Hour Per Month During Securities Trading - Health insurance. 3. 3/8/2019 - Clements Financial LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 02/01/2019 - 40 Hours Per Month/40 Hours During Securities Trading - Creating LLC for tax and liability purposes. 4. 10/25/2019 - Global Retirement Partners (GRP) - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 10/24/2019 - 200 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 10/2019. I expect to spend approximately 200 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 11/7/2019 - FRS Capital Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/24/2019 - 200 Hours Per Month/130 Hours During Securities Trading. 6. 12/11/2019 - FRS Advisors - Investment Related - At Reported Business Location(s)- DBA for LPL Business (entity for LPL business) - Started 11/26/2019 - 160 Hours Per Month/40 Hours During Securities Trading. 7. 5/25/2021 - MassMutual - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 4/23/2021 - 2 Hours Per Month/2 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-21
• S63 Uniform Securities Agent State Law Examination
  2003-10-27

Designations

Other Names

• Robert T Clements